Holos Integrated Wealth
PM icon

Holos Integrated Wealth’s Philip Morris PM Stock Holding History

Holos Integrated Wealth’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.84K Hold
39
– – ﹤0.01% 285
2026
Q2 		$7.32K Hold
39
– – ﹤0.01% 286
2026
Q1 		$6.14K Hold
39
– – ﹤0.01% 285
2025
Q4 		$6.25K Hold
39
– – ﹤0.01% 225
2025
Q3 		$6.26K Hold
39
– – ﹤0.01% 216
2025
Q2 		$6.64K Hold
39
– – ﹤0.01% 210
2025
Q1 		$6.19K Hold
39
– – ﹤0.01% 218
2024
Q4 		$4.69K Buy
+39
New +$4.92K ﹤0.01% 236

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Holos Integrated Wealth's PM Position: Q3 2026 in Review

Holos Integrated Wealth held its Philip Morris (PM) position steady in Q3 2026 at 39 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Holos Integrated Wealth first reported a position in PM in Q4 2024 and has held it in 8 quarters since. 933 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Holos Integrated Wealth held 39 shares of Philip Morris worth $7.84K as of Q3 2026.
  • Holos Integrated Wealth left its Philip Morris share count unchanged in Q3 2026.
  • Philip Morris made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #285 holding.
  • Holos Integrated Wealth first reported a position in Philip Morris in Q4 2024 and has held it in 8 quarters since.
  • 933 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.